AMD's acquisition of Enosemi, a startup focused on custom materials for silicon photonics, aims to enhance its capabilities in co-packaged optics crucial for AI systems. The move is part of AMD's broader strategy to leverage photonics technology, which provides a speedy alternative to traditional electrical data transmission. With Enosemi's expertise in integrated photonic circuits and prior collaboration, AMD hopes to scale up solutions that can handle larger, more complex AI models. This acquisition marks AMD's first significant deal since its $4.9 billion purchase of ZT Systems.
As AI models grow larger and more complex, the need for faster, more efficient data movement is accelerating... Now, as part of AMD, the team will help us immediately scale our ability to support and develop a variety of photonics and co-packaged optics solutions across next-gen AI systems.
Silicon photonics uses light - photons - to transmit data, offering a faster and more efficient alternative to traditional electrical communication. AMD and other chipmakers have shown an increasing interest in the tech.
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